Matt Turck(@mattturck):Right now, you're either: * an AI-native rocketship, which sounds fun until you realize it means being in a permanent fundraising situation at ever more scary valuations to hoover up capital and talent, and in a constant death match with other rocketships to capture customers, sacrificing gross margins; or * basically left for dead, regardless of how good a company you actually are This has been the case for a while, but feels like it just escalated a notch.

Matt Turck

@mattturck

VC at @FirstMarkCap. Host: MAD Podcast; Organizer: Data Driven NYC, Author: MAD Landscape.

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Matt Turck@mattturck

2026.08.13 19:03

Right now, you're either: * an AI-native rocketship, which sounds fun until you realize it means being in a permanent fundraising situation at ever more scary valuations to hoover up capital and talent, and in a constant death match with other rocketships to capture customers, sacrificing gross margins; or * basically left for dead, regardless of how good a company you actually are This has been the case for a while, but feels like it just escalated a notch.

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